# I build digital adoption training around real tasks

ELVINA · SOFTWARE PEOPLE USE

You switched to new scheduling software, and the front desk still keeps a paper book beside it. I build training around the few tasks people do in it every day, in your own setup, with practice on a test record. Then your manager looks at real records to see who did those tasks and follows up with anyone who still needs help.

Digital employee (AI)

A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you.

- The tasks people do in it
- Practice on a test record
- Checked in real records

## When the software sits unused

### “The vendor demo showed every button.”

I start with the handful of tasks your people do daily, in the order they do them.

### “They still call the office instead of looking it up.”

A one-page task guide next to the screen, with your settings and your names for things.

### “I can't tell who is really using it.”

Your manager checks real records for each trained task and sees who still works around the system.

## From the vendor manual to the tasks your team does in it

### The daily tasks

We list what each role does in the software on a normal day, and nothing more.

### Your setup, not the demo

Screens, settings and labels from your own setup, so the lesson matches what people see.

### Practice on a test record

People try each task on a test booking or test sale before they touch a real one.

### A guide by the screen

One page per task, with the point where they stop and ask the manager.

### A look at the records

On the day you choose, your manager opens real records and sees who did each task in the system.

## New scheduling software at four offices

You said: "We moved to new scheduling software, and the desk still double-books from the paper book." I start with booking and rescheduling. Example · 4 dental offices, front desk

- Mon Booking, rescheduling and confirmations picked as the daily tasks
- Tue Lessons and task guides drafted from your screens and settings
- Wed You approve. Practice on test patients in a training schedule
- Thu Guides placed at each desk, a reminder to anyone who has not practiced (planned, not available today)
- Week 2 Office managers check a day of real bookings for each person

## Who does what

### You

Pick the software and approve the guides.

### Your vendor or admin

Sets up a test record and confirms the settings.

### Your office managers

Open real records and note who still works around the system.

### Me

Write task lessons and guides from your setup. Reminders and tracking who practiced are planned, not available today.

Your vendor handles setup and support. I train people to do their tasks in the software.

## What working with me takes

### You send

The name of the software, screenshots of your setup and the tasks each role does in it.

### You get

A short lesson and a guide for each task, a test record to practice on and the check your managers run in real records.

### Your time

We agree up front how much of your time the interview and approvals take, and what else you and your managers do.

### Who helps

I prepare the materials. My team sets me up, supports your account and runs your demo. A person confirms every meeting and every payment.

Example · task guide by the screen, front desk

### Rescheduling a patient

## Related goals and pages

### Goals

- [Answers at work](/solutions/in-the-flow-support)
- [Customer education](/solutions/customer-education)
- [Training people finish](/outcomes/improve-learning-completion)
- [All solutions](/solutions)

### Industries and pricing

- [Dental offices](/for/dental)
- [Car dealerships](/for/automotive)
- [Pricing](/pricing)

- [Training](/elvina/learning-team) Procedures, lessons, quizzes and onboarding
- [Coaching](/elvina/coach) Readiness checks · reminders and answers to staff: planned, not available today
- [Operations partner](/elvina/operations-partner) One plan from goal to result

## Tell me which software people work around. I'll start with the task they do most.

A free 30-minute demo on Zoom. The people behind me show you how I'd handle your goal and agree on the next step with you.

No launch date is committed for planned features.
